Owen Ingram is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. His prior work includes roles at the PGA Tour Super Store and several educational institutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Brent Jordan is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial career in 1999 at another investment management firm before joining Merrill Lynch in 2008. Brent specializes in designing and implementing long-term wealth management strategies, with a focus on retirement income planning as well as estate and wealth transfer concerns. Brent holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., and the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree in communications from the University of Memphis. Outside of his professional work, Brent is an avid golfer and a member of the Bay Hill, Isleworth, and Secession Golf Clubs. He helped establish the Core Values Cup for First Tee of Central Florida, a youth program focused on developing life skills through golf. Brent is active in his church and resides in Windermere with his wife, Amy, and their children Brent Jr., Julia, and Sarah. He was named to the 2024 Forbes “Best-in-State Wealth Management Teams” list as a member of the Windermere Private Wealth Management team.

Timothy Bol is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 17 years of industry experience. Prior to joining Raymond James in 2025, he worked at Cambridge Investment Research and Mass Mutual Investors Services. Outside of his advisor role, he is a fixed insurance agent and a 25% owner of Lake Park Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth families, institutions, and charitable organizations. The firm offers tailored non-discretionary planning using risk profiling and analytical modeling, supporting clients through advisory programs and other providers.

Lawrence Hatch is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has previously worked at First Horizon, SunTrust Advisory Services, and SunTrust Bank. Outside of his advisory role, Hatch serves on the boards of several nonprofit organizations, including The Assistance Fund, Advent Health Children's Foundation, and the Orlando Science Center, as well as the Greater Orlando Sports Commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with a focus on financial planning, model portfolios, third-party asset management, and institutional platforms.

Todd Thornley is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 66 designation and 25 years of industry experience. His prior work includes three years at Morgan Stanley Dw Inc. from 2000 to 2003. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with a range of brokerage and advisory solutions to serve a diverse client base.

Malik Farr is a CFP® professional with 16 years of experience, currently serving at J.P. Morgan Securities since 2012. He has been with JPMorgan Chase Bank, N.A. since 2011. Farr is an investor in a private real estate entity, WRR 1, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary advisory program.

Samuel Pereira is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 designations and three years of industry experience. Prior to his advisory role, he worked in various positions including at Charles Schwab Bank and operated an Etsy shop. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investments.

Natalia Rios is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015, based in Orlando, FL. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Vandergrift is a financial advisor with Raymond James & Associates in Orlando, FL. He holds the CFP® and ChFC® designations and has 37 years of industry experience. Prior to joining Raymond James in 2019, he spent nine years at Ameriprise Financial Services. Outside of his advisory role, he co-owns College Park Investments, LLC, a business managing single-family rental properties in Orlando with his wife. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutional clients, and municipalities. The firm offers non-discretionary financial planning and consulting services supported by a wide range of portfolio management styles, affiliated research, and municipal advisory services.

Bernardo Napoles is a financial advisor at LPL Financial with Series 63 and Series 65 credentials. He has less than one year of experience in the financial industry, having held prior roles at MassMutual Life Insurance Company/Weiser Financial and MML Investors Services, LLC. His background also includes diverse work experience outside finance, including positions in hospitality and education. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and tactical investment options.

Kristina Dhountal is a financial advisor with Edward Jones in Orlando, FL, holding CFP® and ChFC® designations and over 20 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she is the CEO of Chicks, a for-profit education business where she serves as a teacher and coach. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Chris Barfield is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include tenures at Bank of America and Merrill Lynch. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a wide range of clients, including individuals, institutional investors, charitable organizations, and government entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles and supported by extensive research and affiliated sub-advisers.

Richard Domroski is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Wells Fargo Clearing since 2018 and has been with Wells Fargo Bank, N.A. since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Sandra Suehle is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 26 years of industry experience. She has been with Charles Schwab and its bank affiliate since 2015. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and associated managed-account and financial planning services. The firm offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a centralized operational structure and extensive due diligence on alternative investments.

Kiley Hard is a Series 66 licensed financial advisor with 11 years of industry experience. He has been with Osaic since 2018 and previously worked at Sii and John Hancock. Hard is also involved in several financial services-related business activities, including roles as Director of Operations and Director of Client Relations at multiple LLCs. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of advisory and brokerage services supported by a model-based investment approach and a multi-advisor platform.

Yolanda Copeland is a financial advisor with Cetera, holding Series 63, 65, and 66 designations and 11 years of industry experience. Her previous roles include positions at AllGen Financial Advisors, Raymond James & Associates, and Soliarena, LLC. She serves as a board member of the College Park Neighborhood Association in Orlando, FL, where she volunteers with community events and membership activities. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment advisory services to individual, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

John Martinez is a financial advisor with J.P. Morgan Securities in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining J.P. Morgan Securities in 2018, he worked at PNC Capital Markets for five years. Martinez serves on multiple nonprofit boards, including the Central Florida Commission on Homelessness and the Central Florida Foundation, and is a trustee at Valencia College. He is also a director at Prospera, a nonprofit focused on supporting Hispanic entrepreneurs. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary advice on asset allocation, investment manager selection, and customized performance reporting. The firm combines systematic quantitative screens with qualitative research to support its advisory process, and has expanded capabilities in derivatives and commodities through specialized registrations.

Michael Wytiaz is a CFP®-designated financial advisor with Charles Schwab in Orlando, FL, bringing 42 years of industry experience. He has held positions at Charles Schwab since 2012 and has longstanding affiliations with Jackson National Life Insurance Company and Reassure America Life Insurance Company. Outside of his advisory work, he is a managing member of Big Hammer of Florida, LLC, involved in marine manufacturing and services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to affiliated discretionary managed accounts. Schwab’s scale and integrated service model provide comprehensive wealth management and custody solutions across a broad client base.

Rebecca True is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Triad Advisors, Inc., Merrill, and Advest, Inc. True is a committee member of the Central Florida Foundation and owns True Capital Advisors, LLC. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base across multiple platforms.

Aluizio Pacheco is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following five years at Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to assist clients in financial decision-making.